BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register

Carnegie Investment Counsel

· CIK 0001511506
13F Portfolio $5.1B AUM 559 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 833,490.0 $236.9M 4.62% -29K -2.6% $284.20 +41.1%
2 AAPL APPLE INC Technology 664,385.0 $168.6M 3.29% -21K -3.1% $253.79 +18.3%
3 MSFT MICROSOFT CORP Technology 428,997.0 $156.6M 3.05% +12K +2.8% $365.07 +12.1%
4 JPM JPMORGAN CHASE & CO Financial Services 420,798.0 $121.0M 2.36% $287.62 +4.3%
5 NVDA NVIDIA CORPORATION Technology 652,679.0 $113.8M 2.22% -47K -6.7% $174.40 +35.2%
6 AVGO BROADCOM INC Technology 363,459.0 $110.5M 2.15% +12K +3.4% $304.04 +39.8%
7 AMZN AMAZON COM INC Consumer Cyclical 484,699.0 $100.9M 1.97% $208.27 +26.8%
8 BRK/B BERKSHIRE HATHAWAY INC DEL 198,153.0 $93.1M 1.81% +5K +2.9% $469.99
9 META META PLATFORMS INC Communication Services 163,666.0 $91.2M 1.78% +3K +1.6% $557.48 +10.9%
10 SYK STRYKER CORPORATION Healthcare 242,981.0 $78.0M 1.52% +21K +9.5% $320.90 -4.8%
11 SCHW SCHWAB CHARLES CORP Financial Services 843,977.0 $77.3M 1.51% +40K +5.0% $91.55 -2.3%
12 MA MASTERCARD INCORPORATED Financial Services 143,477.0 $69.3M 1.35% +2K +1.2% $483.21 +1.4%
13 ETN EATON CORP PLC Industrials 192,112.0 $68.7M 1.34% $357.67 +14.1%
14 AMAT APPLIED MATLS INC Technology 165,653.0 $56.6M 1.10% -29K -14.8% $341.79 +27.7%
15 PGR PROGRESSIVE CORP Financial Services 285,104.0 $56.5M 1.10% -3K -1.2% $198.24 -1.2%
16 V VISA INC Financial Services 183,717.0 $55.5M 1.08% +977.0 +0.5% $302.24 +6.7%
17 SPTI SPDR SERIES TRUST 1,846,575.0 $52.9M 1.03% +37K +2.1% $28.66 -1.5%
18 CHUBB LTD SWITZ 160,792.0 $50.6M 0.99% +5K +3.2% $314.71
19 SHW SHERWIN WILLIAMS CO Basic Materials 153,010.0 $49.0M 0.96% -5K -3.4% $320.55 -3.5%
20 HD HOME DEPOT INC Consumer Cyclical 154,265.0 $48.7M 0.95% +46K +42.4% $315.92 -3.7%
21 XLK SELECT SECTOR SPDR TR 351,722.0 $46.7M 0.91% -19K -5.1% $132.90 +32.7%
22 QCOM QUALCOMM INC Technology 369,203.0 $46.3M 0.90% +2K +0.6% $125.28 +59.7%
23 CME CME GROUP INC Financial Services 162,478.0 $45.7M 0.89% +5K +3.4% $280.99 +6.4%
24 IQLT ISHARES TR 947,863.0 $43.8M 0.85% +114K +13.6% $46.23 +4.6%
25 LNT ALLIANT ENERGY CORP Utilities 638,323.0 $43.7M 0.85% +25K +4.0% $68.43 +5.9%
26 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 492,898.0 $43.5M 0.85% +26K +5.5% $88.35 +1.5%
27 UBER UBER TECHNOLOGIES INC Technology 587,273.0 $42.2M 0.82% +5K +0.9% $71.93 +3.8%
28 NEE NEXTERA ENERGY INC Utilities 450,895.0 $41.9M 0.82% -7K -1.6% $92.88 +3.0%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 840,198.0 $39.9M 0.78% +31K +3.8% $47.51 -1.0%
30 BLK BLACKROCK INC Financial Services 43,230.0 $39.8M 0.78% +2K +5.9% $921.29 +17.4%
31 RTX RTX CORPORATION Industrials 216,249.0 $39.2M 0.76% -18K -7.5% $181.26 -3.1%
32 ZTS ZOETIS INC Healthcare 333,786.0 $38.2M 0.74% +29K +9.6% $114.44 -34.0%
33 SPIB SPDR SERIES TRUST 1,128,455.0 $37.8M 0.74% $33.54 -0.7%
34 AMGN AMGEN INC Healthcare 107,264.0 $37.7M 0.74% +953.0 +0.9% $351.85 -7.3%
35 ABBV ABBVIE INC Healthcare 182,001.0 $37.5M 0.73% +18K +11.2% $206.17 +2.0%
36 CASY CASEYS GEN STORES INC Consumer Cyclical 50,632.0 $36.9M 0.72% -365.0 -0.7% $727.86 +17.2%
37 LOW LOWES COS INC Consumer Cyclical 153,613.0 $36.3M 0.71% -5K -3.3% $236.28 -5.4%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 35,842.0 $35.7M 0.70% -752.0 -2.0% $996.42 +4.5%
39 ECL ECOLAB INC Basic Materials 133,778.0 $35.6M 0.69% -5K -3.5% $266.02 -6.4%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 54,404.0 $35.4M 0.69% -17K -23.6% $650.34 +13.7%
41 NOC NORTHROP GRUMMAN CORP Industrials 50,765.0 $34.6M 0.68% -4K -7.7% $682.24 -19.6%
42 NSC NORFOLK SOUTHN CORP Industrials 125,768.0 $34.2M 0.67% +7K +5.7% $271.60 +16.9%
43 ABT ABBOTT LABORATORIES Healthcare 339,644.0 $33.5M 0.65% +21K +6.5% $98.49 -14.2%
44 CVX CHEVRON CORPORATION Energy 158,625.0 $32.8M 0.64% -3K -1.6% $206.90 -9.8%
45 SPYM SPDR SERIES TRUST 402,922.0 $30.8M 0.60% -10K -2.4% $76.54 +13.7%
46 VGSH VANGUARD SCOTTSDALE FDS 526,441.0 $30.8M 0.60% -14K -2.6% $58.54 -0.6%
47 JNJ JOHNSON & JOHNSON Healthcare 125,643.0 $30.7M 0.60% -34K -21.5% $244.44 -5.6%
48 DECK DECKERS OUTDOOR CORP Consumer Cyclical 323,249.0 $30.5M 0.59% NEW $94.28 +0.7%
49 TJX TJX COS INC NEW Consumer Cyclical 189,621.0 $30.3M 0.59% -15K -7.3% $159.70 -7.7%
50 ULTA ULTA BEAUTY INC Consumer Cyclical 60,572.0 $30.0M 0.58% -3K -5.0% $495.78 +0.5%
51 DCI DONALDSON INC Industrials 363,710.0 $29.6M 0.58% +10K +2.8% $81.33 +3.1%
52 BAC BANK AMERICA CORP Financial Services 625,930.0 $29.1M 0.57% +76K +13.8% $46.43 +7.2%
53 PSA PUBLIC STORAGE OPER CO Real Estate 111,899.0 $28.8M 0.56% +6K +5.8% $257.68 +17.6%
54 NET CLOUDFLARE INC Technology 132,907.0 $27.4M 0.54% -2K -1.4% $206.34 -3.2%
55 KMI KINDER MORGAN INC DEL Energy 814,103.0 $27.3M 0.53% $33.53 -0.4%
56 UNH UNITEDHEALTH GROUP INC Healthcare 104,832.0 $27.2M 0.53% -3K -2.8% $259.74 +53.6%
57 KRMN KARMAN HLDGS INC Industrials 333,030.0 $26.7M 0.52% -12K -3.5% $80.05 -17.5%
58 GEV GE VERNOVA INC Utilities 29,725.0 $25.9M 0.51% -683.0 -2.2% $872.90 +24.9%
59 WMT WALMART INC Consumer Defensive 205,589.0 $25.6M 0.50% -12K -5.4% $124.28 +6.6%
60 RDDT REDDIT INC Communication Services 182,197.0 $24.5M 0.48% +17K +10.5% $134.65 +16.1%
61 MBB ISHARES TR 256,676.0 $24.4M 0.47% +4K +1.6% $94.95 -1.5%
62 CSCO CISCO SYS INC Technology 304,396.0 $23.6M 0.46% $77.59 +48.9%
63 CSX CSX CORP Industrials 534,093.0 $21.9M 0.43% $41.05 +11.9%
64 TEL TE CONNECTIVITY PLC Technology 104,408.0 $21.8M 0.42% -572.0 -0.5% $209.02 -1.1%
65 KNSL KINSALE CAP GROUP INC Financial Services 62,897.0 $21.5M 0.42% +1K +1.9% $341.66 -11.1%
66 UNP UNION PAC CORP Industrials 87,513.0 $21.2M 0.41% -4K -4.3% $242.62 +11.0%
67 SOJF SOUTHERN CO Utilities 213,528.0 $20.6M 0.40% +2K +0.7% $96.52 -73.6%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 41,877.0 $20.6M 0.40% -6K -11.8% $491.53 -8.8%
69 VIG VANGUARD SPECIALIZED FUNDS 95,201.0 $20.5M 0.40% -9K -8.5% $215.06 +6.7%
70 VOO VANGUARD INDEX FDS 34,111.0 $20.4M 0.40% -1K -3.2% $597.55 +13.7%
71 SUB ISHARES TR 190,620.0 $20.3M 0.40% -5K -2.7% $106.50 -0.3%
72 G9N GRUPO AEROPORTUNARIO DEL PAC 81,092.0 $20.0M 0.39% -1K -1.7% $246.87
73 POWL POWELL INDS INC Industrials 36,376.0 $19.7M 0.38% -5K -11.0% $541.08 -45.1%
74 IBTG ISHARES TR 842,147.0 $19.3M 0.38% -35K -4.0% $22.92 -0.2%
75 ANET ARISTA NETWORKS INC Technology 153,613.0 $18.9M 0.37% -21K -12.1% $122.78 +15.6%
76 ROK ROCKWELL AUTOMATION INC Industrials 52,539.0 $18.9M 0.37% -3K -5.4% $358.88 +27.2%
77 TW TRADEWEB MKTS INC Financial Services 158,914.0 $18.7M 0.36% -12K -7.3% $117.66 -6.7%
78 LECO LINCOLN ELEC HLDGS INC Industrials 74,643.0 $18.6M 0.36% -5K -6.7% $249.08 +6.9%
79 VO VANGUARD INDEX FDS 64,366.0 $18.5M 0.36% +12K +22.9% $287.18 -73.4%
80 IGV ISHARES TR 228,028.0 $18.3M 0.36% +210K +1141.1% $80.05 +14.7%
81 OTIS OTIS WORLDWIDE CORP Industrials 233,574.0 $18.0M 0.35% -6K -2.7% $77.08 -5.2%
82 PM PHILIP MORRIS INTL INC Consumer Defensive 106,992.0 $17.7M 0.34% +4K +4.0% $165.34 +16.0%
83 KO COCA COLA CO Consumer Defensive 229,860.0 $17.5M 0.34% $76.05 +5.8%
84 VTEB VANGUARD MUN BD FDS 349,658.0 $17.4M 0.34% -10K -2.6% $49.89 -0.1%
85 SCHP SCHWAB STRATEGIC TR 636,178.0 $16.9M 0.33% +4K +0.6% $26.61 +0.2%
86 PLTR PALANTIR TECHNOLOGIES INC Technology 114,551.0 $16.8M 0.33% +2K +1.9% $146.28 -8.6%
87 IBTH ISHARES TR 734,551.0 $16.5M 0.32% +125K +20.6% $22.43 -0.2%
88 XLI SELECT SECTOR SPDR TR 100,637.0 $16.3M 0.32% -1K -1.4% $161.73 +6.0%
89 SHOP SHOPIFY INC Technology 135,824.0 $16.1M 0.31% +19K +16.4% $118.62 -17.9%
90 CRWD CROWDSTRIKE HLDGS INC Technology 40,684.0 $15.9M 0.31% +17K +69.9% $390.41 +48.5%
91 EMR EMERSON ELEC CO Industrials 117,867.0 $15.4M 0.30% -10K -7.5% $131.02 +5.2%
92 MCD MCDONALDS CORP Consumer Cyclical 49,159.0 $15.3M 0.30% -1K -2.5% $310.79 -11.5%
93 XLF SELECT SECTOR SPDR TR 306,654.0 $15.1M 0.29% $49.37 +3.6%
94 AMT AMERICAN TOWER CORP Real Estate 87,256.0 $15.1M 0.29% -29K -25.2% $172.58 -1.1%
95 MTD METTLER TOLEDO INTERNATIONAL Healthcare 11,822.0 $14.9M 0.29% $1261.16 -17.4%
96 VTIP VANGUARD MALVERN FDS 294,968.0 $14.7M 0.29% +4K +1.5% $49.95 +0.9%
97 XOM EXXON MOBIL CORP Energy 86,234.0 $14.6M 0.28% -4K -4.9% $169.66 -9.9%
98 WPC WP CAREY INC Real Estate 215,152.0 $14.6M 0.28% +8K +3.6% $67.96 +8.4%
99 LMT LOCKHEED MARTIN CORP Industrials 24,009.0 $14.5M 0.28% -7K -22.4% $604.38 -13.9%
100 POST POST HLDGS INC Consumer Defensive 145,887.0 $14.4M 0.28% -6K -4.0% $98.86 +4.0%
101 DE DEERE & CO Industrials 25,470.0 $14.3M 0.28% -1K -4.2% $563.31 +2.0%
102 SCHD SCHWAB STRATEGIC TR 462,359.0 $14.2M 0.28% -8K -1.8% $30.68 +3.4%
103 CIT CINTAS CORP 83,685.0 $14.2M 0.28% +2K +2.7% $169.14
104 SREA SEMPRA Utilities 167,391.0 $14.1M 0.28% +22K +15.5% $84.19 -74.4%
105 CREDO TECHNOLOGY GROUP HOLDI 149,722.0 $14.1M 0.27% -93K -38.2% $93.87
106 OEF ISHARES TR 41,816.0 $13.3M 0.26% +1K +3.1% $318.07 +16.1%
107 SPSM SPDR SERIES TRUST 273,617.0 $13.2M 0.26% $48.32 +7.9%
108 HII HUNTINGTON INGALLS INDS INC Industrials 39,434.0 $13.2M 0.26% -12K -23.2% $334.39 +0.8%
109 RSG REPUBLIC SVCS INC Industrials 59,826.0 $13.1M 0.26% -4K -6.7% $219.02 -4.7%
110 SPYG SPDR SERIES TRUST 133,082.0 $13.0M 0.25% +12K +10.1% $97.91 +20.9%
111 CHD CHURCH & DWIGHT CO INC Consumer Defensive 135,307.0 $12.6M 0.25% -764.0 -0.6% $93.32 +0.8%
112 STE STERIS PLC Healthcare 56,872.0 $12.6M 0.24% +3K +6.2% $221.13 -2.3%
113 VTI VANGUARD INDEX FDS 37,001.0 $11.9M 0.23% -427.0 -1.1% $320.81 +13.1%
114 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 19,010.0 $11.7M 0.23% -460.0 -2.4% $616.75 +6.9%
115 PEP PEPSICO INC Consumer Defensive 73,184.0 $11.4M 0.22% -2K -3.0% $155.29 -4.3%
116 GRAL GRAIL INC Healthcare 217,100.0 $11.2M 0.22% +4K +1.9% $51.68 +19.6%
117 XLV SELECT SECTOR SPDR TR 76,080.0 $11.2M 0.22% -5K -6.3% $146.61 -1.0%
118 CMI CUMMINS INC Industrials 20,605.0 $11.1M 0.22% -400.0 -1.9% $538.01 +33.2%
119 NDQ INVESCO QQQ TR 19,055.0 $11.0M 0.21% -719.0 -3.6% $577.19
120 COIN COINBASE GLOBAL INC Financial Services 62,365.0 $10.9M 0.21% +54K +615.8% $174.61 +21.4%
121 LLY ELI LILLY & CO Healthcare 11,755.0 $10.8M 0.21% +215.0 +1.9% $919.74 +9.5%
122 WSO.B WATSCO INC Industrials 29,712.0 $10.8M 0.21% +2K +6.3% $363.79 +23.7%
123 BRK/A BERKSHIRE HATHAWAY INC DEL 15.0 $10.8M 0.21% $718140.00
124 RSP INVESCO EXCHANGE TRADED FD T 55,626.0 $10.7M 0.21% -5K -8.1% $191.92 +5.0%
125 WING WINGSTOP INC Consumer Cyclical 68,489.0 $10.6M 0.21% +17K +32.4% $154.97 -23.2%
126 TSCO TRACTOR SUPPLY CO Consumer Cyclical 263,179.0 $10.5M 0.20% +33K +14.1% $39.73 -23.3%
127 WM WASTE MGMT INC DEL Industrials 44,816.0 $10.3M 0.20% +500.0 +1.1% $229.79 -4.8%
128 IVV ISHARES TR 15,745.0 $10.3M 0.20% -248.0 -1.6% $653.21 +13.7%
129 MRK MERCK & CO INC Healthcare 85,461.0 $10.3M 0.20% -1K -1.4% $120.29 -5.7%
130 URI UNITED RENTALS INC Industrials 13,284.0 $9.7M 0.19% +98.0 +0.7% $728.59 +33.5%
131 XLC SELECT SECTOR SPDR TR 86,303.0 $9.6M 0.19% +2K +2.0% $110.86 +4.7%
132 TMUS T-MOBILE US INC Communication Services 45,410.0 $9.5M 0.19% -13K -21.7% $210.03 -10.4%
133 PG PROCTER & GAMBLE CO Consumer Defensive 64,822.0 $9.4M 0.18% -6K -8.4% $144.44 -1.2%
134 NU HLDGS LTD 648,477.0 $9.3M 0.18% +42K +7.0% $14.37
135 GLW CORNING INC Technology 67,886.0 $9.2M 0.18% +4K +6.4% $135.97 +53.2%
136 PFFD GLOBAL X FDS 497,028.0 $9.1M 0.18% +102K +25.9% $18.40 +2.4%
137 HBAN HUNTINGTON BANCSHARES INC Financial Services 580,541.0 $9.1M 0.18% +32K +5.9% $15.65 -0.9%
138 AKAM AKAMAI TECHNOLOGIES INC Technology 78,353.0 $9.0M 0.17% +5K +6.1% $114.85 +31.4%
139 XLY SELECT SECTOR SPDR TR 78,624.0 $8.6M 0.17% -2K -2.1% $108.98 +6.9%
140 HOOD ROBINHOOD MKTS INC Financial Services 123,225.0 $8.5M 0.17% +121K +6385.5% $69.30 +16.5%
141 SGOV ISHARES TR 84,625.0 $8.5M 0.17% +2K +2.7% $100.66 -0.1%
142 IBM INTERNATIONAL BUSINESS MACHS Technology 34,840.0 $8.4M 0.17% -747.0 -2.1% $242.39 -9.9%
143 SCHB SCHWAB STRATEGIC TR 335,409.0 $8.4M 0.16% +9K +2.6% $25.10 +13.2%
144 ALAB ASTERA LABS INC Technology 76,119.0 $8.3M 0.16% +16K +26.0% $109.60 +112.3%
145 MRSH MARSH & MCLENNAN COS INC Financial Services 46,917.0 $8.1M 0.16% -17K -26.7% $173.45 -7.7%
146 PYPL PAYPAL HLDGS INC Financial Services 174,899.0 $7.9M 0.15% +114K +186.3% $45.23 -0.4%
147 SPMD SPDR SERIES TRUST 132,763.0 $7.9M 0.15% +1K +0.8% $59.22 +6.9%
148 MPC MARATHON PETE CORP Energy 31,966.0 $7.8M 0.15% -2K -5.5% $244.18 +1.9%
149 ORCL ORACLE CORP Technology 50,126.0 $7.4M 0.14% +10K +25.7% $147.11 +33.0%
150 Q QNITY ELECTRONICS INC Technology 61,777.0 $7.1M 0.14% +58K +1722.3% $115.38 +42.2%
151 BSCS INVESCO EXCH TRD SLF IDX FD 343,290.0 $7.0M 0.14% +36K +11.6% $20.42 -0.1%
152 AMD ADVANCED MICRO DEVICES INC Technology 34,407.0 $7.0M 0.14% -4K -11.3% $203.43 +108.5%
153 CRCL CIRCLE INTERNET GROUP INC Financial Services 72,670.0 $6.9M 0.14% +5K +7.8% $95.41 +29.8%
154 QQQM INVESCO EXCH TRADED FD TR II 29,130.0 $6.9M 0.14% -2K -5.7% $237.62 +22.8%
155 SNPS SYNOPSYS INC Technology 17,355.0 $6.9M 0.13% +1K +6.5% $396.48 +28.6%
156 DELL DELL TECHNOLOGIES INC Technology 41,171.0 $6.8M 0.13% -3K -7.5% $164.13 +51.0%
157 BSCR INVESCO EXCH TRD SLF IDX FD 343,489.0 $6.7M 0.13% +14K +4.3% $19.63 +0.2%
158 ARCC ARES CAPITAL CORP Financial Services 365,723.0 $6.6M 0.13% -44K -10.7% $18.02 +4.9%
159 NVO NOVO-NORDISK A S Healthcare 178,029.0 $6.5M 0.13% -67K -27.4% $36.75 +24.6%
160 O REALTY INCOME CORP Real Estate 104,488.0 $6.4M 0.12% +6K +5.7% $61.18 +1.3%
161 XBI SPDR SERIES TRUST 49,897.0 $6.4M 0.12% -601.0 -1.2% $127.73 +2.3%
162 TSLA TESLA INC Consumer Cyclical 16,629.0 $6.2M 0.12% +387.0 +2.4% $371.75 +19.2%
163 KRE SPDR SERIES TRUST 94,476.0 $6.2M 0.12% +1K +1.3% $65.15 +2.8%
164 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 18,084.0 $6.1M 0.12% -5K -21.4% $337.95 +23.6%
165 QXO QXO INC Industrials 309,644.0 $6.0M 0.12% +86K +38.6% $19.42 -10.2%
166 BSCT INVESCO EXCH TRD SLF IDX FD 315,132.0 $5.9M 0.12% +64K +25.5% $18.66 -0.4%
167 IJR ISHARES TR 46,154.0 $5.7M 0.11% $124.31 +7.7%
168 NVENT ELEC PLC 47,525.0 $5.6M 0.11% -2K -4.8% $118.28
169 VUG VANGUARD INDEX FDS 12,647.0 $5.5M 0.11% -294.0 -2.3% $436.81 -80.0%
170 PSX PHILLIPS 66 Energy 30,140.0 $5.5M 0.11% $182.18 -5.9%
171 FBND FIDELITY MERRIMACK STR TR 119,431.0 $5.4M 0.11% -7K -5.4% $45.62 -0.9%
172 ASML ASML HLDG NV Technology 3,999.0 $5.3M 0.10% -908.0 -18.5% $1320.93 +13.7%
173 IWM ISHARES TR 20,471.0 $5.1M 0.10% -238.0 -1.1% $248.00 +11.9%
174 IMCB ISHARES TR 60,331.0 $5.0M 0.10% $83.43 +8.2%
175 IYW ISHARES TR 27,433.0 $5.0M 0.10% -1K -4.2% $181.42 +31.6%
176 AME AMETEK INC Industrials 22,929.0 $4.9M 0.10% -2K -9.6% $214.36 +6.3%
177 TFC TRUIST FINL CORP Financial Services 105,809.0 $4.9M 0.10% $45.97 +2.5%
178 GILD GILEAD SCIENCES INC Healthcare 34,858.0 $4.9M 0.10% -521.0 -1.5% $139.37 -5.2%
179 IONQ IONQ INC Technology 166,965.0 $4.8M 0.09% -132K -44.1% $28.83 +99.3%
180 ITW ILLINOIS TOOL WKS INC Industrials 18,304.0 $4.8M 0.09% -2K -7.8% $260.29 -3.7%
181 AZO AUTOZONE INC Consumer Cyclical 1,365.0 $4.6M 0.09% $3377.78 -1.7%
182 PFE PFIZER INC Healthcare 161,017.0 $4.5M 0.09% +6K +4.2% $28.08 -8.3%
183 USB US BANCORP Financial Services 86,397.0 $4.5M 0.09% +636.0 +0.7% $52.01 +2.7%
184 AXP AMERICAN EXPRESS CO Financial Services 14,817.0 $4.5M 0.09% -82.0 -0.6% $302.48 +3.6%
185 DYH TARGET CORP 36,677.0 $4.4M 0.09% +4K +11.3% $121.20
186 VRT VERTIV HOLDINGS CO Industrials 17,676.0 $4.4M 0.09% -2K -8.4% $250.58 +50.1%
187 GS GOLDMAN SACHS GROUP INC Financial Services 5,214.0 $4.4M 0.09% -308.0 -5.6% $845.93 +14.5%
188 SCHF SCHWAB STRATEGIC TR 177,765.0 $4.4M 0.09% $24.75 +7.9%
189 CA8A CACI INTL INC 8,002.0 $4.4M 0.09% -798.0 -9.1% $543.87
190 HEI HEICO CORP NEW Industrials 15,571.0 $4.3M 0.08% +680.0 +4.6% $274.20 +8.4%
191 VTV VANGUARD INDEX FDS 21,614.0 $4.2M 0.08% +899.0 +4.3% $196.20 +5.3%
192 HON HONEYWELL INTL INC Industrials 18,602.0 $4.2M 0.08% -564.0 -2.9% $226.03 -3.7%
193 PH PARKER-HANNIFIN CORP Industrials 4,657.0 $4.2M 0.08% -128.0 -2.7% $895.16 -1.6%
194 ACN ACCENTURE PLC IRELAND Technology 20,782.0 $4.1M 0.08% -6K -22.0% $198.29 -14.9%
195 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 25,919.0 $4.1M 0.08% +806.0 +3.2% $157.28 -1.0%
196 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 19,484.0 $4.1M 0.08% -15K -43.4% $209.08 +23.4%
197 AEP AMERICAN ELEC PWR CO INC Utilities 30,805.0 $4.0M 0.08% -305.0 -1.0% $131.08 -4.5%
198 BSCU INVESCO EXCH TRD SLF IDX FD 241,190.0 $4.0M 0.08% +64K +35.8% $16.72 -0.4%
199 XLE SELECT SECTOR SPDR TR 65,391.0 $4.0M 0.08% +15K +29.7% $61.26 -2.9%
200 GVLU TIDAL TRUST I 154,147.0 $3.9M 0.08% +23K +17.8% $25.32 +1.0%
201 MGRE AFFILIATED MANAGERS GROUP Financial Services 13,612.0 $3.8M 0.07% -1K -8.4% $276.70 -91.3%
202 TRV TRAVELERS COMPANIES INC Financial Services 12,866.0 $3.8M 0.07% $291.69 +2.3%
203 BSCQ INVESCO EXCH TRD SLF IDX FD 189,027.0 $3.7M 0.07% -17K -8.4% $19.53 +0.3%
204 FCX FREEPORT MCMORAN INC Basic Materials 62,628.0 $3.7M 0.07% -8K -11.4% $58.78 +12.5%
205 IWO ISHARES TR 11,575.0 $3.6M 0.07% -294.0 -2.5% $313.80 +15.4%
206 IXUS ISHARES TR 41,674.0 $3.6M 0.07% $86.64 +7.8%
207 QUAL ISHARES TR 18,666.0 $3.6M 0.07% -1K -6.7% $191.82 +9.7%
208 MU MICRON TECHNOLOGY INC Technology 10,539.0 $3.6M 0.07% -130.0 -1.2% $337.84 +129.7%
209 PKG PACKAGING CORP AMER Consumer Cyclical 16,644.0 $3.5M 0.07% +455.0 +2.8% $212.22 +3.7%
210 BSV VANGUARD BD INDEX FDS 44,828.0 $3.5M 0.07% $78.41 -0.8%
211 MO ALTRIA GROUP INC Consumer Defensive 52,971.0 $3.5M 0.07% -539.0 -1.0% $65.99 +9.7%
212 NBIS NEBIUS GROUP N.V. Communication Services 33,685.0 $3.5M 0.07% -8K -19.6% $103.76 +113.1%
213 VCIT VANGUARD SCOTTSDALE FDS 41,641.0 $3.4M 0.07% +10K +32.2% $82.75 -0.9%
214 NFLX NETFLIX INC. Communication Services 35,449.0 $3.4M 0.07% -4K -10.4% $96.15 -9.6%
215 FLEX FLEXTRONICS INTL LTD Technology 51,445.0 $3.4M 0.07% -2K -4.5% $65.46 +119.4%
216 BX BLACKSTONE INC Financial Services 28,834.0 $3.3M 0.07% -13K -31.6% $114.99 +2.5%
217 VEU VANGUARD INTL EQUITY INDEX F 44,022.0 $3.3M 0.06% -2K -3.9% $75.10 +7.9%
218 GD GENERAL DYNAMICS CORP Industrials 9,611.0 $3.3M 0.06% +153.0 +1.6% $343.21 -0.8%
219 FNDX SCHWAB STRATEGIC TR 116,986.0 $3.3M 0.06% +53K +82.0% $27.85 +8.8%
220 BMO BANK MONTREAL MEDIUM Financial Services 23,971.0 $3.2M 0.06% $135.34 +12.7%
221 VYM VANGUARD WHITEHALL FDS 21,720.0 $3.2M 0.06% -339.0 -1.5% $148.10 +5.2%
222 EFA ISHARES TR 32,900.0 $3.2M 0.06% +6K +22.1% $97.13 +4.7%
223 GQ9 SPDR GOLD TR 7,350.0 $3.2M 0.06% +87.0 +1.2% $430.29
224 MUB ISHARES TR 29,603.0 $3.1M 0.06% $106.15 -0.0%
225 CNQ CANADIAN NAT RES LTD MED TER Energy 63,486.0 $3.1M 0.06% -6K -8.5% $48.73 -2.4%
226 IVW ISHARES TR 26,666.0 $3.0M 0.06% -4K -13.7% $113.11 +20.9%
227 NYF ISHARES TR 55,891.0 $3.0M 0.06% +2K +3.4% $53.12 +0.0%
228 IJH ISHARES TR 43,416.0 $2.9M 0.06% -3K -6.6% $67.53 +6.9%
229 XLU SELECT SECTOR SPDR TR 63,405.0 $2.9M 0.06% $45.89 -4.4%
230 CVS CVS HEALTH CORP Healthcare 40,061.0 $2.9M 0.06% -9K -17.7% $71.82 +35.3%
231 SDY SPDR SERIES TRUST 19,612.0 $2.9M 0.06% -1K -6.7% $145.94 +0.1%
232 CL COLGATE PALMOLIVE CO Consumer Defensive 33,138.0 $2.8M 0.06% -818.0 -2.4% $85.23 +3.4%
233 SETM SPROTT FDS TR 85,312.0 $2.8M 0.06% +6K +7.8% $33.08 +6.5%
234 CAT CATERPILLAR INC Industrials 3,961.0 $2.8M 0.06% -58.0 -1.4% $708.46 +25.4%
235 EFG ISHARES TR 25,077.0 $2.8M 0.05% +1K +5.7% $111.37 +6.1%
236 COF CAPITAL ONE FINL CORP Financial Services 15,097.0 $2.8M 0.05% -2K -9.3% $182.43 +1.8%
237 LEN/B LENNAR CORP 32,045.0 $2.7M 0.05% -11K -24.8% $84.12
238 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 34,504.0 $2.6M 0.05% NEW $76.16 +14.0%
239 WFC WELLS FARGO & CO Financial Services 31,577.0 $2.5M 0.05% +1K +3.3% $79.61 -7.3%
240 VKTX VIKING HOLDINGS LTD Healthcare 33,785.0 $2.5M 0.05% -800.0 -2.3% $73.48 -56.8%
241 MCK MCKESSON CORP Healthcare 2,815.0 $2.4M 0.05% +63.0 +2.3% $865.37 -13.7%
242 SCHO SCHWAB STRATEGIC TR 99,276.0 $2.4M 0.05% +3K +3.4% $24.27 -0.6%
243 SCHZ SCHWAB STRATEGIC TR 102,903.0 $2.4M 0.05% +7K +7.6% $23.22 -1.2%
244 AGX ARGAN INC Industrials 4,245.0 $2.3M 0.04% +951.0 +28.9% $544.65 +32.6%
245 RPM RPM INTL INC Basic Materials 23,008.0 $2.3M 0.04% -1K -5.6% $99.40 -1.0%
246 VNQ VANGUARD INDEX FDS 25,435.0 $2.3M 0.04% +529.0 +2.1% $88.70 +5.9%
247 VGT VANGUARD WORLD FD 3,173.0 $2.2M 0.04% +762.0 +31.6% $697.67 -83.8%
248 IXN ISHARES TR 21,242.0 $2.1M 0.04% -815.0 -3.7% $99.97 +32.1%
249 DUT MOODYS CORP 4,851.0 $2.1M 0.04% +4K +348.8% $436.25
250 PAYX PAYCHEX INC Industrials 22,765.0 $2.1M 0.04% +9K +60.9% $92.12 -3.6%
251 SMH VANECK ETF TRUST 5,243.0 $2.0M 0.04% -2K -23.0% $383.39 +45.1%
252 XLP SELECT SECTOR SPDR TR 24,443.0 $2.0M 0.04% -2K -8.4% $81.98 +3.2%
253 PKW INVESCO EXCHANGE TRADED FD T 15,182.0 $2.0M 0.04% $131.25 +2.4%
254 VONG VANGUARD SCOTTSDALE FDS 18,151.0 $2.0M 0.04% -324.0 -1.8% $109.69 +16.7%
255 BRO BROWN & BROWN INC Financial Services 30,440.0 $2.0M 0.04% NEW $65.21 -13.7%
256 CSL CARLISLE COS INC Industrials 5,941.0 $2.0M 0.04% -1K -14.9% $333.62 +4.3%
257 DVY ISHARES TR 13,081.0 $2.0M 0.04% $151.40 -0.3%
258 COP CONOCOPHILLIPS Energy 14,507.0 $1.9M 0.04% -3K -15.6% $132.00 -9.9%
259 ECPG ENCORE CAP GROUP INC Financial Services 27,308.0 $1.9M 0.04% +582.0 +2.2% $70.12 +16.6%
260 BSCV INVESCO EXCH TRD SLF IDX FD 115,802.0 $1.9M 0.04% +12K +11.4% $16.46 -0.6%
261 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,333.0 $1.9M 0.04% -100.0 -1.1% $203.18 +5.6%
262 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 26,262.0 $1.9M 0.04% +764.0 +3.0% $71.18 -12.0%
263 OMC OMNICOM GROUP INC Communication Services 24,135.0 $1.8M 0.04% +891.0 +3.8% $75.31 -5.0%
264 CVNA CARVANA CO Consumer Cyclical 5,777.0 $1.8M 0.04% -2K -26.1% $314.38 -77.9%
265 NVS NOVARTIS AG Healthcare 11,859.0 $1.8M 0.04% -575.0 -4.6% $152.75 -2.0%
266 TXN TEXAS INSTRS INC Technology 9,168.0 $1.8M 0.04% +281.0 +3.2% $194.14 +57.8%
267 WELL WELLTOWER INC Real Estate 8,966.0 $1.8M 0.04% $197.71 +10.1%
268 SCHG SCHWAB STRATEGIC TR 60,606.0 $1.8M 0.03% -2K -2.5% $29.13 +17.6%
269 DTE DTE ENERGY CO Utilities 12,010.0 $1.8M 0.03% $146.22 -1.7%
270 RSPT INVESCO EXCHANGE TRADED FD T 38,080.0 $1.7M 0.03% -15K -28.6% $45.26 +28.1%
271 MMM 3M CO Industrials 11,513.0 $1.7M 0.03% -424.0 -3.5% $145.23 -0.1%
272 DIS DISNEY WALT CO Communication Services 17,336.0 $1.7M 0.03% -198.0 -1.1% $96.38 +9.4%
273 SYY SYSCO CORP Consumer Defensive 23,386.0 $1.7M 0.03% +487.0 +2.1% $71.33 +2.4%
274 BSCW INVESCO EXCH TRD SLF IDX FD 80,519.0 $1.7M 0.03% +5K +6.0% $20.59 -0.5%
275 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,339.0 $1.6M 0.03% +3K +321.6% $484.91 -10.8%
276 IOT SAMSARA INC Technology 50,980.0 $1.6M 0.03% -22K -30.1% $31.69 -11.7%
277 TSPA T ROWE PRICE ETF INC 38,385.0 $1.6M 0.03% +535.0 +1.4% $40.90 +14.3%
278 SPAB SPDR SERIES TRUST 61,109.0 $1.6M 0.03% +2K +4.1% $25.62 -1.3%
279 DHR DANAHER CORP DEL Healthcare 8,246.0 $1.6M 0.03% -393.0 -4.5% $189.60 -13.2%
280 DUK DUKE ENERGY CORP NEW Utilities 11,926.0 $1.6M 0.03% $130.94 -5.1%
281 RSPD INVESCO EXCHANGE TRADED FD T 28,969.0 $1.6M 0.03% $53.53 -3.3%
282 IRM IRON MTN INC DEL Real Estate 14,755.0 $1.5M 0.03% +10K +210.3% $102.14 +25.1%
283 ISRG INTUITIVE SURGICAL INC Healthcare 3,253.0 $1.5M 0.03% +2K +92.7% $460.99 -7.1%
284 UI UBIQUITI INC Technology 1,885.0 $1.5M 0.03% -340.0 -15.3% $790.29 -16.5%
285 COPP SPROTT FDS TR 38,320.0 $1.5M 0.03% NEW $38.86 +2.0%
286 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 90,767.0 $1.5M 0.03% -81K -47.1% $16.02 -0.6%
287 CARR CARRIER GLOBAL CORPORATION Industrials 25,708.0 $1.4M 0.03% $56.31 +14.8%
288 PNC PNC FINL SVCS GROUP INC Financial Services 6,742.0 $1.4M 0.03% +204.0 +3.1% $208.10 +2.6%
289 VB VANGUARD INDEX FDS 5,284.0 $1.4M 0.03% -208.0 -3.8% $261.94 +7.6%
290 AZN ASTRAZENECA PLC Healthcare 6,895.0 $1.4M 0.03% NEW $197.22 -7.9%
291 T AT&T INC Communication Services 46,332.0 $1.3M 0.03% $28.99 -14.9%
292 JGRO J P MORGAN EXCHANGE TRADED F 15,838.0 $1.3M 0.03% +220.0 +1.4% $84.52 +14.9%
293 TEAM ATLASSIAN CORPORATION Technology 18,820.0 $1.3M 0.03% NEW $68.25 +18.5%
294 OKE ONEOK INC NEW Energy 13,992.0 $1.3M 0.03% $90.39 +0.7%
295 TROW PRICE T ROWE GROUP INC Financial Services 14,028.0 $1.3M 0.03% -285.0 -2.0% $90.14 +13.6%
296 IMCG ISHARES TR 15,991.0 $1.3M 0.03% +291.0 +1.9% $78.77 +13.4%
297 AFL AFLAC INC Financial Services 11,349.0 $1.2M 0.02% -394.0 -3.4% $109.71 +6.5%
298 COHR COHERENT CORP Technology 5,205.0 $1.2M 0.02% -386.0 -6.9% $238.21 +70.0%
299 LRCX LAM RESEARCH CORP Technology 5,781.0 $1.2M 0.02% -1K -19.9% $213.67 +40.0%
300 CFR CULLEN FROST BANKERS INC Financial Services 8,623.0 $1.2M 0.02% +1K +15.5% $137.08 -1.7%
301 MINT PIMCO ETF TR 11,743.0 $1.2M 0.02% $100.57 -0.0%
302 BSJV INVESCO EXCH TRD SLF IDX FD 44,900.0 $1.2M 0.02% NEW $26.00 +0.8%
303 WPM WHEATON PRECIOUS METALS CORP Basic Materials 8,842.0 $1.2M 0.02% -100.0 -1.1% $131.01 +6.3%
304 IWF ISHARES TR 2,701.0 $1.2M 0.02% -366.0 -11.9% $426.43 -70.8%
305 FNDB SCHWAB STRATEGIC TR 42,344.0 $1.2M 0.02% +25K +149.1% $27.20 +8.6%
306 PWR QUANTA SVCS INC Industrials 2,085.0 $1.1M 0.02% +169.0 +8.8% $549.02 +42.1%
307 FQI DIGITAL RLTY TR INC 6,293.0 $1.1M 0.02% +500.0 +8.6% $180.21
308 IDXX IDEXX LABS INC Healthcare 2,000.0 $1.1M 0.02% +25.0 +1.3% $561.89 -5.2%
309 GE GE AEROSPACE Industrials 3,937.0 $1.1M 0.02% -23.0 -0.6% $283.77 +2.7%
310 SHY ISHARES TR 13,463.0 $1.1M 0.02% $82.57 -0.6%
311 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,289.0 $1.1M 0.02% +136.0 +0.8% $60.65 -6.0%
312 VGK VANGUARD INTL EQUITY INDEX F 13,383.0 $1.1M 0.02% -523.0 -3.8% $82.43 +4.1%
313 RMD RESMED INC Healthcare 4,824.0 $1.1M 0.02% $224.48 -9.8%
314 XLB SELECT SECTOR SPDR TR 21,492.0 $1.1M 0.02% -191.0 -0.9% $49.97 +0.7%
315 CP CANADIAN PACIFIC KANSAS CITY Industrials 13,633.0 $1.1M 0.02% $78.66 +10.5%
316 IBIT ISHARES BITCOIN TRUST ETF Financial Services 27,797.0 $1.1M 0.02% +9K +50.3% $38.42 +16.7%
317 ETR ENTERGY CORP NEW Utilities 9,470.0 $1.1M 0.02% -2K -16.4% $112.36 +0.5%
318 KIM KIMCO REALTY CORP Real Estate 47,279.0 $1.1M 0.02% +8K +20.9% $22.47 +3.2%
319 IWN ISHARES TR 5,594.0 $1.1M 0.02% +688.0 +14.0% $189.59 +8.6%
320 EPD ENTERPRISE PRODS PARTNERS L Energy 27,751.0 $1.1M 0.02% -16K -36.0% $37.84 +3.7%
321 SFM SPROUTS FMRS MKT INC Consumer Defensive 13,613.0 $1.0M 0.02% +9K +183.6% $77.13 +12.8%
322 AGG ISHARES TR 10,562.0 $1.0M 0.02% +2K +29.4% $99.27 -1.3%
323 VBK VANGUARD INDEX FDS 3,419.0 $1.0M 0.02% -95.0 -2.7% $302.26 +11.7%
324 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 19,451.0 $1.0M 0.02% -6K -22.4% $52.76 +16.5%
325 LIN LINDE PLC Basic Materials 2,040.0 $1.0M 0.02% -56.0 -2.7% $495.78 +3.2%
326 MS MORGAN STANLEY Financial Services 6,136.0 $1.0M 0.02% +342.0 +5.9% $164.57 +18.2%
327 OBT ORANGE CNTY BANCORP INC Financial Services 31,428.0 $1.0M 0.02% +3K +10.7% $31.98 +3.7%
328 CI THE CIGNA GROUP Healthcare 3,752.0 $1.0M 0.02% +223.0 +6.3% $266.75 +6.9%
329 EQWL INVESCO EXCHANGE TRADED FD T 8,679.0 $1.0M 0.02% +209.0 +2.5% $115.23 +7.6%
330 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 33,340.0 $1000K 0.02% +19K +134.5% $29.99 +16.6%
331 WDC WESTERN DIGITAL CORP Technology 3,690.0 $998K 0.02% -367.0 -9.1% $270.49 +80.8%
332 BSMT INVESCO EXCH TRD SLF IDX FD 43,052.0 $991K 0.02% +21K +99.2% $23.02 -0.1%
333 NVMI NOVA LTD Technology 2,245.0 $975K 0.02% -285.0 -11.3% $434.28 +28.1%
334 WEC WEC ENERGY GROUP INC Utilities 8,301.0 $961K 0.02% +331.0 +4.2% $115.77 -3.6%
335 RELX RELX PLC Communication Services 28,724.0 $952K 0.02% -347K -92.3% $33.15 -5.1%
336 IEFA ISHARES TR 10,422.0 $944K 0.02% +820.0 +8.5% $90.53 +5.2%
337 PLD PROLOGIS INC. Real Estate 7,092.0 $937K 0.02% +329.0 +4.9% $132.18 +7.9%
338 SOXX ISHARES TR 2,844.0 $935K 0.02% +178.0 +6.7% $328.66 +54.9%
339 KEY KEYCORP Financial Services 45,315.0 $909K 0.02% -34K -42.7% $20.05 +5.1%
340 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,377.0 $905K 0.02% -2K -18.5% $96.47 +0.2%
341 THO THOR INDS INC Consumer Cyclical 11,293.0 $902K 0.02% -1K -11.3% $79.89 -3.2%
342 VOOG VANGUARD ADMIRAL FDS INC 2,183.0 $890K 0.02% +132.0 +6.4% $407.69 -79.8%
343 SCHX SCHWAB STRATEGIC TR 34,290.0 $879K 0.02% -14K -29.2% $25.64 +13.3%
344 VV VANGUARD INDEX FDS 2,918.0 $872K 0.02% -2K -35.1% $298.85 +13.7%
345 VLO VALERO ENERGY CORP Energy 3,505.0 $866K 0.02% -107.0 -3.0% $247.08 -0.9%
346 MTB M & T BK CORP Financial Services 4,185.0 $865K 0.02% +100.0 +2.5% $206.72 -0.5%
347 ARKK ARK ETF TR 12,614.0 $853K 0.02% $67.59 +10.8%
348 VDE VANGUARD WORLD FD 4,896.0 $847K 0.02% +426.0 +9.5% $173.04 -2.7%
349 IWB ISHARES TR 2,322.0 $828K 0.02% -631.0 -21.4% $356.56 +12.9%
350 WDAY WORKDAY INC Technology 6,242.0 $811K 0.02% -15K -70.3% $129.92 -8.6%
351 BSJR INVESCO EXCH TRD SLF IDX FD 36,025.0 $806K 0.02% -4K -10.2% $22.36 +0.3%
352 XAIX DBX ETF TR 19,879.0 $793K 0.01% -71K -78.1% $39.89 +31.5%
353 SPEM SPDR INDEX SHS FDS 16,542.0 $776K 0.01% +3K +23.8% $46.91 +8.4%
354 VOT VANGUARD INDEX FDS 2,967.0 $764K 0.01% -37.0 -1.2% $257.35 +10.9%
355 TRGP TARGA RES CORP Energy 2,990.0 $750K 0.01% -1K -30.3% $250.73 +6.7%
356 BOOT BOOT BARN HLDGS INC Consumer Cyclical 5,108.0 $748K 0.01% NEW $146.36 -1.7%
357 EA ELECTRONIC ARTS INC Communication Services 3,626.0 $739K 0.01% -420.0 -10.4% $203.87 -1.5%
358 DGRO ISHARES TR 10,366.0 $727K 0.01% +121.0 +1.2% $70.18 +4.5%
359 SCYB SCHWAB STRATEGIC TR 27,963.0 $727K 0.01% +4K +14.4% $26.00 +0.1%
360 SBUX STARBUCKS CORP Consumer Cyclical 8,108.0 $726K 0.01% +3K +57.3% $89.59 +18.8%
361 BA BOEING CO Industrials 3,623.0 $721K 0.01% $199.04 +10.8%
362 HO1 HOLOGIC INC 9,476.0 $716K 0.01% -223K -95.9% $75.59
363 PPL PPL CORP Utilities 18,710.0 $715K 0.01% -169.0 -0.9% $38.20 -6.3%
364 PPG PPG INDS INC Basic Materials 6,521.0 $697K 0.01% -2K -21.0% $106.88 -0.9%
365 BSJT INVESCO EXCH TRD SLF IDX FD 33,029.0 $695K 0.01% +4K +13.4% $21.03 +0.6%
366 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,378.0 $691K 0.01% -50.0 -2.1% $290.45 +1.7%
367 BSJS INVESCO EXCH TRD SLF IDX FD 30,875.0 $670K 0.01% +4K +14.0% $21.68 +0.6%
368 FAST FASTENAL CO Industrials 14,387.0 $668K 0.01% +4K +43.8% $46.40 -5.2%
369 EZPW EZCORP INC Financial Services 26,275.0 $667K 0.01% -2K -5.4% $25.38 +29.2%
370 IWR ISHARES TR 6,701.0 $652K 0.01% $97.23 +6.6%
371 ADBE ADOBE INC Technology 2,664.0 $648K 0.01% -5K -66.8% $243.11 +1.8%
372 INTC INTEL CORP Technology 14,642.0 $646K 0.01% -3K -17.8% $44.13 +162.7%
373 UPS UNITED PARCEL SVCS INC Industrials 6,520.0 $641K 0.01% -2K -24.2% $98.38 +0.0%
374 SPYV SPDR SERIES TRUST 11,259.0 $637K 0.01% $56.58 +5.8%
375 SCHA SCHWAB STRATEGIC TR 21,869.0 $636K 0.01% -2K -6.4% $29.08 +12.0%
376 VEA VANGUARD TAX-MANAGED FDS 9,901.0 $634K 0.01% -1K -9.6% $64.08 +7.8%
377 RSPS INVESCO EXCHANGE TRADED FD T 21,450.0 $633K 0.01% +13K +152.8% $29.50 +0.1%
378 DON STATE STR SPDR DOW JONES IND 1,361.0 $630K 0.01% +13.0 +1.0% $463.23 -88.3%
379 FSLR FIRST SOLAR INC Energy 3,171.0 $626K 0.01% $197.26 +17.4%
380 C CITIGROUP INC Financial Services 5,486.0 $622K 0.01% +1K +25.7% $113.41 +8.8%
381 TT TRANE TECHNOLOGIES PLC Industrials 1,485.0 $619K 0.01% $416.74 +15.6%
382 ADI ANALOG DEVICES INC Technology 1,943.0 $618K 0.01% +20.0 +1.0% $318.18 +31.2%
383 BKNG BOOKING HOLDINGS INC Consumer Cyclical 146.0 $615K 0.01% -43.0 -22.8% $4210.32 -96.3%
384 NTRS NORTHERN TR CORP Financial Services 4,404.0 $615K 0.01% $139.57 +17.7%
385 CMCSA COMCAST CORP NEW Communication Services 21,285.0 $611K 0.01% -3K -11.8% $28.71 -13.8%
386 ESGU ISHARES TR 4,310.0 $610K 0.01% +2K +111.8% $141.42 +13.7%
387 IHI ISHARES TR 11,319.0 $604K 0.01% -2K -16.7% $53.35 -9.2%
388 VBR VANGUARD INDEX FDS 2,721.0 $591K 0.01% +375.0 +16.0% $217.25 +4.6%
389 IYH ISHARES TR 9,570.0 $590K 0.01% -390.0 -3.9% $61.64 -1.2%
390 IWD ISHARES TR 2,708.0 $579K 0.01% -851.0 -23.9% $213.67 +8.7%
391 MAIN MAIN STR CAP CORP Financial Services 10,851.0 $575K 0.01% NEW $52.96 -4.3%
392 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,989.0 $562K 0.01% -102.0 -4.9% $282.37 +28.0%
393 MDT MEDTRONIC PLC Healthcare 6,421.0 $556K 0.01% +3K +64.3% $86.65 -11.2%
394 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 293.0 $552K 0.01% -21.0 -6.7% $1884.66 +2.8%
395 SBR SABINE RTY TR Energy 7,300.0 $550K 0.01% $75.34 +1.9%
396 MDYG SPDR SERIES TRUST 5,729.0 $550K 0.01% +101.0 +1.8% $95.96 +9.6%
397 BP BP PLC Energy 11,565.0 $544K 0.01% -3K -19.1% $47.00 -5.6%
398 BSMS INVESCO EXCH TRD SLF IDX FD 23,087.0 $540K 0.01% NEW $23.40 -0.0%
399 JMST J P MORGAN EXCHANGE TRADED F 10,589.0 $540K 0.01% $50.98 -0.2%
400 KGC KINROSS GOLD CORP Basic Materials 17,605.0 $537K 0.01% +975.0 +5.9% $30.52 +1.2%
401 SPGI S&P GLOBAL INC Financial Services 1,259.0 $536K 0.01% $425.34 -5.0%
402 GSLC GOLDMAN SACHS ETF TR 4,268.0 $534K 0.01% $125.13 +11.9%
403 EPOL ISHARES TR 14,642.0 $533K 0.01% +2K +18.7% $36.41 +6.2%
404 CNP CENTERPOINT ENERGY INC Utilities 12,346.0 $533K 0.01% -1K -8.8% $43.16 -1.4%
405 EMB ISHARES TR 5,665.0 $532K 0.01% NEW $93.93 +0.8%
406 VXUS VANGUARD STAR FDS 6,840.0 $527K 0.01% +2K +45.6% $77.11 +7.8%
407 CLX CLOROX CO DEL Consumer Defensive 5,050.0 $523K 0.01% -1K -16.5% $103.63 -12.7%
408 EFX EQUIFAX INC Industrials 2,901.0 $522K 0.01% +148.0 +5.4% $180.07 -12.4%
409 COR CENCORA INC Healthcare 1,661.0 $522K 0.01% -43.0 -2.5% $314.14 -16.9%
410 UGI UGI CORP NEW Utilities 14,294.0 $521K 0.01% $36.42 -6.6%
411 VMBS VANGUARD SCOTTSDALE FDS 10,997.0 $516K 0.01% -545.0 -4.7% $46.95 -1.3%
412 WAB WABTEC Industrials 2,051.0 $513K 0.01% $249.91 +7.8%
413 EOG EOG RES INC Energy 3,516.0 $508K 0.01% $144.57 -5.9%
414 DFAC DIMENSIONAL ETF TRUST 12,950.0 $503K 0.01% +2K +23.2% $38.86 +10.6%
415 D DOMINION ENERGY INC Utilities 8,093.0 $500K 0.01% -1K -11.1% $61.82 +1.9%
416 INTU INTUIT Technology 1,150.0 $497K 0.01% -93.0 -7.5% $432.38 -12.5%
417 MDLZ MONDELEZ INTL INC Consumer Defensive 8,491.0 $489K 0.01% -417.0 -4.7% $57.64 +5.8%
418 F FORD MTR CO Consumer Cyclical 41,883.0 $483K 0.01% $11.54 +25.5%
419 VST VISTRA CORP Utilities 3,187.0 $479K 0.01% -111.0 -3.4% $150.33 -5.6%
420 MPLX MPLX LP Energy 8,316.0 $475K 0.01% -2K -15.3% $57.07 -2.6%
421 DOV DOVER CORP Industrials 2,168.0 $452K 0.01% -5K -70.5% $208.45 +2.8%
422 VCSH VANGUARD SCOTTSDALE FDS 5,614.0 $445K 0.01% -31.0 -0.6% $79.27 -0.6%
423 COLB COLUMBIA BKG SYS INC Financial Services 15,800.0 $433K 0.01% NEW $27.43 +6.2%
424 ET ENERGY TRANSFER L P Energy 22,381.0 $432K 0.01% +806.0 +3.7% $19.30 +5.5%
425 IVE ISHARES TR 2,026.0 $428K 0.01% -176.0 -8.0% $211.15 +5.8%
426 BDX BECTON DICKINSON & CO Healthcare 2,676.0 $421K 0.01% -132.0 -4.7% $157.23 -8.8%
427 SLV ISHARES SILVER TR Financial Services 6,128.0 $418K 0.01% +3K +69.3% $68.14 +1.3%
428 MDB MONGODB INC Technology 1,704.0 $417K 0.01% $244.77 +23.8%
429 SPTS SPDR SERIES TRUST 14,216.0 $415K 0.01% -15K -51.4% $29.18 -0.6%
430 WRB BERKLEY W R CORP Financial Services 6,239.0 $414K 0.01% +502.0 +8.8% $66.28 -0.4%
431 IJK ISHARES TR 4,096.0 $412K 0.01% $100.62 +9.7%
432 CEG CONSTELLATION ENERGY CORP Utilities 1,473.0 $411K 0.01% $279.25 -4.3%
433 UL UNILEVER PLC Consumer Defensive 7,133.0 $406K 0.01% +1K +26.5% $56.97 +0.6%
434 ITOT ISHARES TR 2,851.0 $406K 0.01% $142.43 +13.1%
435 CMF ISHARES TR 7,110.0 $404K 0.01% +1K +18.2% $56.86 -0.1%
436 MGF MFS GOVT MKTS INCOME TR Financial Services 136,000.0 $400K 0.01% $2.94 -2.4%
437 UFPT UFP TECHNOLOGIES INC Healthcare 2,064.0 $400K 0.01% +94.0 +4.8% $193.60 +14.1%
438 YUM YUM BRANDS INC Consumer Cyclical 2,566.0 $399K 0.01% $155.48 -3.1%
439 PVAL PUTNAM ETF TRUST 8,563.0 $397K 0.01% $46.40 +7.4%
440 CNX CNX RES CORP Energy 10,270.0 $396K 0.01% $38.55 -5.6%
441 TXT TEXTRON INC Industrials 4,483.0 $393K 0.01% +787.0 +21.3% $87.56 +4.5%
442 FTAIN FTAI AVIATION LTD Industrials 1,600.0 $392K 0.01% -200.0 -11.1% $245.00 -89.6%
443 BSMR INVESCO EXCH TRD SLF IDX FD 16,393.0 $388K 0.01% NEW $23.65 -0.3%
444 CNI CANADIAN NATL RY CO Industrials 3,763.0 $387K 0.01% +277.0 +8.0% $102.77 +9.4%
445 KLAC KLA CORP Technology 262.0 $386K 0.01% -38.0 -12.7% $1472.41 +28.6%
446 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,650.0 $381K 0.01% -30.0 -1.8% $230.89 -5.9%
447 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 30,000.0 $380K 0.01% $12.65 +3.9%
448 BSMQ INVESCO EXCH TRD SLF IDX FD 15,925.0 $376K 0.01% -2K -11.4% $23.62 -0.2%
449 SNDK SANDISK CORP Technology 583.0 $370K 0.01% NEW $635.34 +117.6%
450 IYF ISHARES TR 3,127.0 $368K 0.01% -764.0 -19.6% $117.66 +3.5%
451 GPC GENUINE PARTS CO Consumer Cyclical 3,462.0 $366K 0.01% +1K +65.7% $105.75 -8.1%
452 NOW SERVICENOW INC Technology 3,501.0 $366K 0.01% NEW $104.55 -13.4%
453 E ENI SPA Energy 6,445.0 $365K 0.01% -2K -27.9% $56.61 -2.3%
454 ALL ALLSTATE CORP Financial Services 1,718.0 $356K 0.01% $207.34 +4.8%
455 LH LABCORP HOLDINGS INC Healthcare 1,333.0 $356K 0.01% +94.0 +7.6% $266.81 -4.8%
456 FANG DIAMONDBACK ENERGY INC Energy 1,756.0 $347K 0.01% $197.79 +1.2%
457 EBAY EBAY INC. Consumer Cyclical 3,815.0 $347K 0.01% -371.0 -8.9% $91.02 +24.4%
458 IUSV ISHARES TR 3,368.0 $344K 0.01% $102.25 +5.8%
459 SLB SLB LIMITED Energy 6,657.0 $342K 0.01% +1K +23.4% $51.39 +8.5%
460 SUN SUNOCO LP/SUNOCO FIN CORP Energy 5,264.0 $342K 0.01% -130.0 -2.4% $64.97 +7.9%
461 CGDV CAPITAL GROUP DIVIDEND VALUE 7,972.0 $339K 0.01% +590.0 +8.0% $42.54 +12.4%
462 NSIT INSIGHT ENTERPRISES INC Technology 5,050.0 $338K 0.01% -2K -28.4% $67.01 +33.3%
463 BUFR FIRST TR EXCHNG TRADED FD VI 9,939.0 $336K 0.01% $33.77 +6.8%
464 PDYN PALLADYNE AI CORP Technology 55,000.0 $334K 0.01% $6.07 +9.7%
465 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 23,126.0 $331K 0.01% -58K -71.5% $14.33 -2.0%
466 FDX FEDEX CORP Industrials 925.0 $329K 0.01% +180.0 +24.2% $356.18 +6.7%
467 GLDM WORLD GOLD TR Financial Services 3,550.0 $329K 0.01% +200.0 +6.0% $92.69 -2.9%
468 VHT VANGUARD WORLD FD 1,206.0 $328K 0.01% NEW $272.33 -0.6%
469 VWO VANGUARD INTL EQUITY INDEX F 6,063.0 $328K 0.01% $54.05 +8.1%
470 ED CONSOLIDATED EDISON INC Utilities 2,835.0 $321K 0.01% +150.0 +5.6% $113.18 -5.3%
471 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 7,701.0 $318K 0.01% -2K -16.8% $41.27 +28.3%
472 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,108.0 $316K 0.01% -229.0 -9.8% $150.00 -6.3%
473 CCO CAMECO CORP Communication Services 2,907.0 $316K 0.01% NEW $108.61 -97.8%
474 VIRT VIRTU FINL INC Financial Services 7,142.0 $314K 0.01% +53.0 +0.8% $43.98 +25.0%
475 ATI ATI INC Industrials 2,136.0 $311K 0.01% -3K -60.7% $145.46 +6.0%
476 PRF INVESCO EXCHANGE TRADED FD T 6,531.0 $310K 0.01% $47.53 +9.9%
477 IWY ISHARES TR 1,240.0 $309K 0.01% $248.84 +17.5%
478 ATO ATMOS ENERGY CORP Utilities 1,660.0 $307K 0.01% $184.72 -4.5%
479 ARKF ARK ETF TR 7,963.0 $303K 0.01% NEW $38.01 +7.1%
480 MLI MUELLER INDS INC Industrials 2,712.0 $300K 0.01% $110.80 +25.7%
481 MET METLIFE INC Financial Services 4,220.0 $298K 0.01% -30.0 -0.7% $70.72 +12.0%
482 NLY ANNALY CAPITAL MANAGEMENT IN Real Estate 14,075.0 $298K 0.01% -250.0 -1.8% $21.15 +4.0%
483 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,512.0 $296K 0.01% -18.0 -1.2% $196.04 -0.7%
484 UDR UDR INC Real Estate 8,768.0 $296K 0.01% +2K +25.1% $33.78 +10.5%
485 ROAD CONSTRUCTION PARTNERS INC Industrials 2,662.0 $296K 0.01% +461.0 +20.9% $111.12 +12.3%
486 IEMG ISHARES INC 4,238.0 $296K 0.01% +710.0 +20.1% $69.75 +14.0%
487 NKE NIKE INC Consumer Cyclical 5,581.0 $295K 0.01% -4K -39.8% $52.82 -20.5%
488 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,512.0 $294K 0.01% -888.0 -26.1% $117.06 -0.1%
489 CAH CARDINAL HEALTH INC Healthcare 1,389.0 $294K 0.01% +152.0 +12.3% $211.31 -7.6%
490 XLRE SELECT SECTOR SPDR TR 7,048.0 $288K 0.01% +962.0 +15.8% $40.83 +5.9%
491 ROP ROPER TECHNOLOGIES INC Industrials 809.0 $286K 0.01% -69.0 -7.9% $354.04 -10.2%
492 NDAQ NASDAQ INC Financial Services 3,281.0 $279K 0.01% +77.0 +2.4% $84.89 +7.1%
493 RGA REINSURANCE GROUP AMER INC Financial Services 1,352.0 $276K 0.01% +15.0 +1.1% $204.14 +3.4%
494 KDP KEURIG DR PEPPER INC Consumer Defensive 10,477.0 $276K 0.01% NEW $26.33 +10.5%
495 TIP ISHARES TR 2,496.0 $275K 0.01% -58.0 -2.3% $110.36 +0.2%
496 QUS SPDR SERIES TRUST 1,601.0 $275K 0.01% $171.63 +7.0%
497 IJJ ISHARES TR 2,061.0 $273K 0.01% -278.0 -11.9% $132.51 +4.1%
498 PANW PALO ALTO NETWORKS INC Technology 1,696.0 $272K 0.01% -566.0 -25.0% $160.32 +48.6%
499 ARHS ARHAUS INC Consumer Cyclical 40,000.0 $271K 0.01% -100K -71.5% $6.78 -15.2%
500 SPLV INVESCO EXCH TRADED FD TR II 3,705.0 $271K 0.01% -69.0 -1.8% $73.14 -1.1%
501 EXLS EXLSERVICE HLDGS INC Technology 8,750.0 $266K 0.01% $30.45 -11.5%
502 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,313.0 $265K 0.01% +1K +40.4% $61.35 -24.9%
503 SCHE SCHWAB STRATEGIC TR 7,939.0 $262K 0.01% -89.0 -1.1% $32.95 +7.6%
504 KR KROGER CO Consumer Defensive 3,555.0 $257K 0.01% $72.36 -7.7%
505 EW EDWARDS LIFESCIENCES CORP Healthcare 3,200.0 $256K 0.01% $80.08 +1.6%
506 AJG GALLAGHER ARTHUR J & CO Financial Services 1,171.0 $254K 0.01% $216.58 -7.7%
507 PRFZ INVESCO EXCHANGE TRADED FD T 5,485.0 $252K 0.01% $45.87 +8.4%
508 MKC MCCORMICK & CO INC Consumer Defensive 4,925.0 $248K 0.01% $50.44 -7.8%
509 SCHV SCHWAB STRATEGIC TR 8,134.0 $248K 0.01% -906.0 -10.0% $30.50 +6.7%
510 DKNG DRAFTKINGS INC NEW Consumer Cyclical 11,400.0 $246K 0.01% -23K -66.6% $21.62 +16.3%
511 LAMR LAMAR ADVERTISING CO Real Estate 1,930.0 $244K 0.01% +250.0 +14.9% $126.66 +16.4%
512 ANGL VANECK ETF TRUST 8,500.0 $244K 0.01% $28.72 +0.3%
513 PCAR PACCAR INC Industrials 2,100.0 $243K 0.01% NEW $115.50 -2.5%
514 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,777.0 $240K 0.01% NEW $22.27 -9.7%
515 VCR VANGUARD WORLD FD 663.0 $238K 0.01% NEW $359.03 +7.1%
516 IWV ISHARES TR 633.0 $235K 0.01% -168.0 -21.0% $370.68 +12.8%
517 TDG TRANSDIGM GROUP INC Industrials 200.0 $232K 0.01% $1158.96 +1.7%
518 BSJQ INVESCO EXCH TRD SLF IDX FD 9,965.0 $231K 0.01% -1K -9.1% $23.18 +0.1%
519 DFUV DIMENSIONAL ETF TRUST 4,764.0 $231K 0.00% $48.46 +7.6%
520 VFH VANGUARD WORLD FD 1,904.0 $230K 0.00% $120.80 +3.7%
521 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,325.0 $228K 0.00% $36.12 +5.1%
522 XEL XCEL ENERGY INC Utilities 2,859.0 $227K 0.00% NEW $79.44 +0.7%
523 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,524.0 $227K 0.00% -4K -29.6% $23.81 +43.3%
524 NG NOVAGOLD RESOURCES INC Basic Materials 25,250.0 $227K 0.00% $8.98 -1.0%
525 IOO ISHARES TR 1,855.0 $224K 0.00% $120.97 +16.3%
526 IBMP ISHARES TR 8,800.0 $224K 0.00% NEW $25.44 -0.4%
527 VXF VANGUARD INDEX FDS 1,076.0 $221K 0.00% $205.80 +9.1%
528 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,297.0 $221K 0.00% NEW $67.07 +31.6%
529 CNS COHEN & STEERS INC Financial Services 3,500.0 $219K 0.00% NEW $62.55 +15.9%
530 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 12,000.0 $218K 0.00% $18.15 +4.2%
531 WMB WILLIAMS COS INC Energy 2,991.0 $218K 0.00% NEW $72.78 +6.7%
532 MAS MASCO CORP Industrials 3,597.0 $217K 0.00% -1K -28.7% $60.37 +13.1%
533 CBRE CBRE GROUP INC Real Estate 1,600.0 $217K 0.00% NEW $135.46 -4.1%
534 ANIP ANI PHARMACEUTICALS INC Healthcare 2,800.0 $215K 0.00% $76.90 +1.4%
535 ARW ARROW ELECTRS INC Technology 1,481.0 $212K 0.00% NEW $143.41 +45.3%
536 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,266.0 $211K 0.00% $64.61 +50.2%
537 MKL MARKEL GROUP INC Financial Services 110.0 $211K 0.00% -10.0 -8.3% $1914.07 -3.6%
538 RFM RIVERNORTH FLEXIBLE MUN INCO Financial Services 15,000.0 $210K 0.00% $14.03 +3.9%
539 SPG SIMON PPTY GROUP INC NEW Real Estate 1,128.0 $210K 0.00% NEW $186.53 +8.7%
540 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 67,578.0 $207K 0.00% $3.07 -5.2%
541 PEO EXELON CORP Financial Services 4,216.0 $207K 0.00% NEW $49.02 -46.0%
542 HSY HERSHEY CO Consumer Defensive 987.0 $205K 0.00% NEW $207.83 -8.4%
543 THRM GENTHERM INC Consumer Cyclical 7,355.0 $204K 0.00% +952.0 +14.9% $27.78 +13.2%
544 SWKS SKYWORKS SOLUTIONS INC Technology 3,783.0 $203K 0.00% -350.0 -8.5% $53.55 +25.2%
545 ARRY ARRAY TECHNOLOGIES INC Energy 28,000.0 $202K 0.00% $7.23 +24.1%
546 BK BANK NEW YORK MELLON CORP Financial Services 1,702.0 $202K 0.00% NEW $118.63 +13.8%
547 EEM ISHARES TR 3,545.0 $201K 0.00% -300.0 -7.8% $56.79 +14.6%
548 ENB ENBRIDGE INC Energy 3,715.0 $201K 0.00% NEW $54.14 +3.8%
549 IXJ ISHARES TR 2,150.0 $201K 0.00% -351.0 -14.0% $93.54 -1.7%
550 DOC HEALTHPEAK PROPERTIES INC Real Estate 12,200.0 $200K 0.00% NEW $16.43 +19.1%
551 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 15,000.0 $194K 0.00% $12.93 -2.2%
552 METV LISTED FDS TR 11,270.0 $180K 0.00% -100.0 -0.9% $15.93 +16.7%
553 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 18,135.0 $153K 0.00% -300.0 -1.6% $8.45 +22.0%
554 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 34,600.0 $121K 0.00% -1K -3.9% $3.51 +0.3%
555 NEOG NEOGEN CORP Healthcare 12,500.0 $116K 0.00% -10K -43.7% $9.29 -9.3%
556 CNH CNH INDL N V Industrials 10,000.0 $110K 0.00% $11.00 -3.0%
557 MLSS MILESTONE SCIENTIFIC INC Healthcare 100,175.0 $29K 0.00% $0.29 +13.4%
558 EVGO EVGO INC Consumer Cyclical 14,264.0 $25K $1.72 +12.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.8%
Financial Services 17.7%
Industrials 13.1%
Communication Services 10.4%
Consumer Cyclical 10.4%
Healthcare 10.0%
Utilities 4.0%
Consumer Defensive 3.9%
Energy 2.6%
Basic Materials 2.4%